Policy Services Customer Advocate

Integrity; Clearwater, Northern (FL, KY); Hybride; USD 32 000 - 42 000; Plein temps

Résumé du poste

Insurance Administrative Solutions in Clearwater, FL is seeking a Customer Service representative to support agents and insured individuals with policy information and requests. You will document interactions, handle inquiries, and follow approved procedures.

The role emphasizes strong communication, multitasking, and reliability, with experience in phone support and Microsoft Office. Training and a collaborative team environment are provided.

Qualifications

• High school diploma or GED equivalent.
• Insurance background preferred.
• Up to 2 years of proven customer support experience.
• Strong phone contact handling and active listening.
• Excellent communication and documentation skills.
• Ability to multi-task, prioritize, and manage time effectively.
• Reliable transportation and punctuality.

Responsabilités

• Answer incoming Medicare Supplement calls to provide information to agents/ insured about the status of a policy or any other question they may have.
• Place outgoing calls to provide or obtain information.
• Document all calls while in progress using the online documentation program.
• Transfer or refer misdirected calls to the appropriate individual, department or offices outside the company, using approved transfer and referral techniques.
• Process customer requests using internal and client-mandated procedures.
• Produce correspondence to customers using approved letters.
• Fully document policy file or image system with all related material to leave a clear and concise audit trail.
• Efficiently process the Bank Changes, Cancel NR, Death NR, Address Changes and ID Cards
• Communicate openly with Supervisor and other team members to ensure accurate responses and to avoid duplication of efforts.

Connaissances

Phone skills

Active listening

Communication

Documentation

Time management

Formation

High school diploma or GED

Outils

Microsoft Office

Description du poste

Insurance Administrative Solutions in Clearwater, FL is seeking a Customer Service representative to support agents and insured individuals with policy information and requests. You will document interactions, handle inquiries, and follow approved procedures.

The role emphasizes strong communication, multitasking, and reliability, with experience in phone support and Microsoft Office. Training and a collaborative team environment are provided.